Tolleson Wealth Management Establishes Tolleson Trust Company

Tolleson Wealth Management announces the formation of Tolleson Trust Company, a separately chartered Texas trust company and wholly owned subsidiary of its private bank, Tolleson Private Bank.

Tolleson’s services have long been rooted in more than 25 years of guiding families through the intricacies of multigenerational financial planning. What began as a trust department in 2006 has grown into a significant and highly sought‑after service offering, supporting families with both the administrative urgency of estate settlement and the long-term stewardship required to manage multi‑generational trusts. Carving the private trust department into its own dedicated trust company strengthens Tolleson’s ability to meet the growing complexity of trust and estate needs while preserving the relational nature of this work.

“As our clients’ lives and legacies grow more complex, our responsibility to serve them across generations only deepens,” comments Carter Tolleson, CEO of Tolleson Wealth Management. “Our mission has always been to serve families with all things financial. Establishing Tolleson Trust Company enhances our capacity to provide thoughtful fiduciary care. We consistently align the technical requirements of trust and estate administration with the values a family relies on for making long-term decisions.”

This transition does not change existing client relationships or service teams. Instead, it formalizes an area of strength within Tolleson’s offerings and represents a natural evolution of its broader mission. “Families trust us with some of the most personal parts of their lives,” Tolleson adds. “This step helps to ensure we can continue honoring that trust with clarity, continuity, and care for generations to come.”